AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,532
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$2.45M
3
+$2.34M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.22M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.17M

Top Sells

1
+$3.62M
2
+$3.15M
3
+$2.71M
4
BAC icon
Bank of America
BAC
+$2.34M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.2M

Sector Composition

1 Technology 6.89%
2 Healthcare 5.61%
3 Industrials 4.3%
4 Financials 4.15%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$2.7K ﹤0.01%
40
+5
1602
$2.69K ﹤0.01%
55
-203
1603
$2.65K ﹤0.01%
150
1604
$2.65K ﹤0.01%
+22
1605
$2.65K ﹤0.01%
740
1606
$2.65K ﹤0.01%
32
-24
1607
$2.64K ﹤0.01%
400
1608
$2.63K ﹤0.01%
32
+8
1609
$2.62K ﹤0.01%
+50
1610
$2.57K ﹤0.01%
18
+1
1611
$2.56K ﹤0.01%
+18
1612
$2.55K ﹤0.01%
72
1613
$2.54K ﹤0.01%
443
1614
$2.53K ﹤0.01%
25
1615
$2.53K ﹤0.01%
+56
1616
$2.53K ﹤0.01%
269
+4
1617
$2.51K ﹤0.01%
+11
1618
$2.5K ﹤0.01%
48
+13
1619
$2.49K ﹤0.01%
+77
1620
$2.49K ﹤0.01%
1,640
1621
$2.48K ﹤0.01%
67
+7
1622
$2.47K ﹤0.01%
400
1623
$2.47K ﹤0.01%
11
+10
1624
$2.46K ﹤0.01%
130
-20
1625
$2.45K ﹤0.01%
102
63 64
65
66 67